Inquiry
What is an Inquiry?
Sometimes Invoice Reviewers need to ask the firm a question about a time entry. Acuity’s Inquiry feature allows them to do that, and to record the firm’s reply on the invoice at the same time.
Locating an Inquiry
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Acuity automatically sends an Inquiry notification to the Billing Administrator who uploaded the invoice. The Reviewer also has the option to cc timekeeper(s) on the notification.
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The email notification provides a link to the invoice in question:
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The Home Page also provides a quick link for resolving inquiries:
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Once in the invoice, notice the Inquiry tab is now highlighted and the Invoice Status is “Pending”.
Resolving an Inquiry
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You have permission to edit the line item(s) on the inquiry page. You may not edit any other part of the invoice.
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On the Inquiry tab, click the
pencil icon or the Edit All button to make any needed edits and to provide a response to one or multiple line items:
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Click the
diskette icon or the Save button to save your response and any edits.
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After providing the requested responses to all inquiries on the invoice, click the
button to complete your follow-up to the Reviewer.
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In the invoice will automatically return to a “For Approval” status.
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Acuity will send an email to the Reviewer notifying them of your response(s).